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Ares Capital
ARCC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
326
Axxcess Wealth Management
California
$801K -$132K -6,529 -15%
AWM
327
Accel Wealth Management
Iowa
$797K +$235K +11,580 +43%
GT
328
Glenview Trust
Kentucky
$784K +$40.5K +2,000 +6%
SG
329
StoneX Group
New York
$783K +$148K +7,301 +25%
AWA
330
Arete Wealth Advisors
Illinois
$777K +$100K +4,936 +15%
RG
331
Rathbones Group
United Kingdom
$746K -$9.05K -447 -1%
WWM
332
Western Wealth Management
Colorado
$734K +$389K +19,200 +119%
SFS
333
Sowell Financial Services
Arkansas
$729K +$12.7K +626 +2%
ASFA
334
All Season Financial Advisors
Colorado
$728K +$45.9K +2,265 +7%
RVPG
335
Relative Value Partners Group
$720K – – –
NC
336
NewSquare Capital
Pennsylvania
$718K +$55.8K +2,752 +9%
CCM
337
Canal Capital Management
Virginia
$716K – – –
BCI
338
Brinker Capital Investments
Pennsylvania
$713K -$15.4K -758 -2%
OPS
339
Orion Portfolio Solutions
Nebraska
$713K -$15.4K -758 -2%
IA
340
IFG Advisory
Georgia
$712K +$466K +23,020 +206%
BIAS
341
Beacon Investment Advisory Services
New Jersey
$711K -$85.1K -4,200 -11%
NHC
342
Nicholas Hoffman & Company
Georgia
$700K +$45.4K +2,241 +7%
PWM
343
Perigon Wealth Management
California
$694K +$11.8K +584 +2%
MC
344
Moors & Cabot
Massachusetts
$691K -$27K -1,331 -4%
FCI
345
Financial Counselors Inc
Kansas
$685K +$8.77K +433 +1%
CB
346
Commerce Bank
Missouri
$685K – – –
CFB
347
Cullen/Frost Bankers
Texas
$681K – – –
BWP
348
Balboa Wealth Partners
Arizona
$678K -$7.64K -377 -1%
JCFM
349
JBR Co Financial Management
Oklahoma
$678K – – –
AR
350
Advisory Research
Illinois
$674K +$57K +2,812 +10%
12 13
14
15 16